Investing Ages 35


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Investing Ages 35 - 49

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“To Do’s” for 35-49 Year Olds

More often than not in your late thirty’s and forty’s your career is advancing or you may be changing jobs, your children are school-aged and beginning to consider college, and planning for retirement becomes more of reality. Consider the following “to do’s” when you are going through these life events:

Investments*

Create a financial plan
Increase investments with increase in salary
Adjust portfolio mix
Invest for children’s college educations and wedding expenses
Continue retirement savings and investments
Evaluate life insurance coverage
Consider long-term care insurance for parents or self

Insurance

Increase homeowner’s insurance for addition to home or new home purchase
Add children to auto insurance when they start driving
Reevaluate and combine insurance coverage for best rates
Purchase umbrella liability policy to protect your increased income and assets

Legal

Create or make changes to your will with birth of more children
Update trust agreement
Acquire representation for real estate purchase or sale contracts
Seek representation for general litigation, personal injury
Hire legal help with your business

Real Estate

Sell home and move up to a larger home
Evaluate community and schools for your children when considering a move
Consider purchase of investment property or vacation home
Take a transfer and need a new home quickly
Sell home by owner
Seek assistance for downsizing

When it comes time to plan and act on life’s events, call the experts at the Financial Mall for priceless advice and expert service.

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Insurance, Investment, Legal, and Real Estate Services available at the Financial Mall, located in GECU’s Reading Road office. The Financial Mall is provided through CUSO Corp. - a credit union service organization wholly owned by GECU. Insurance Services provided through Bardon Insurance Agency Inc. dba Insurance Services. Investment Services provided by The Financial Network Group, Ltd. through Royal Alliance - Member FINRA, SIPC, and Registered Investment Advisor. The Financial Network Group, Inc., is not affiliated with GECU. Products offered are not obligations of GECU, nor are they guaranteed by GECU. Investments are not insured by NCUSIF, nor any government agency, and are subject to investment risks, including the possible loss of principal. Legal Services provided through Statman, Harris & Eyrich. Real Estate Services provided through Home Information Network.

*Securities related products and services made available through The Financial Network Group, Ltd. (FNG) are offered by Royal Alliance Associates, Inc. an independent registered broker-dealer, member FINRA, SIPC. Securities are not obligations of, nor guaranteed by GECU, CUSO Corp., and are not insured by any government agency and may involve investment risk including the loss of principal invested. Advisory services are offered through FNG, a Registered Investment Advisor. FNG and the entities listed are not affiliated with Royal Alliance Associates, Inc.


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